How do I handle document templates in Dotloop?

Handling document templates in Dotloop is a straightforward process that can significantly streamline your workflow. First, a user should navigate to the "Templates" section within their Dotloop account. Here, they can create, edit, and manage document templates that fit their specific needs. To create a template, a user can upload a document, such as a PDF, and then customize it by adding fields for signatures, dates, and other data that may be required by clients or team members. Once a template is created, it can be saved for future use, making it easy to start new transactions without having to recreate the document from scratch. Users may also organize templates into folders for better organization, which is especially helpful for teams that require multiple specific documents. Additionally, anytime a user uses a template, they can make adjustments if necessary before finalizing the document for a transaction. This flexibility allows for efficiency while still meeting the unique needs of different transactions. For more detailed guidance, users can always refer to the information available on the official Dotloop website.